ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 170 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,932,931 | +95.1% | 22,130 | +59.3% | 0.52% | +18.3% |
| Q3 2022 | $1,503,000 | +21.8% | 13,893 | +32.5% | 0.44% | +116.3% |
| Q2 2022 | $1,234,000 | -96.6% | 10,483 | -96.4% | 0.20% | -95.7% |
| Q3 2021 | $36,436,000 | -12.0% | 292,514 | -19.9% | 4.71% | -37.7% |
| Q4 2020 | $41,397,000 | +1031.7% | 365,017 | +858.8% | 7.56% | +678.6% |
| Q1 2018 | $3,658,000 | -10.8% | 38,072 | -5.1% | 0.97% | -6.8% |
| Q4 2017 | $4,100,000 | +967.7% | 40,116 | +830.8% | 1.04% | +695.4% |
| Q1 2017 | $384,000 | -3.3% | 4,310 | -9.7% | 0.13% | -8.4% |
| Q4 2016 | $397,000 | – | 4,774 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 6,604 | $823,981 | 1.86% |
| PGIM Custom Harvest LLC | 276,580 | $34,508,889 | 1.56% |
| First Citizens Financial Corp | 13,463 | $1,680 | 1.45% |
| SPC Financial, Inc. | 98,060 | $12,235,005 | 1.45% |
| Navis Wealth Advisors, LLC | 7,701 | $960,792 | 1.36% |
| Pinnacle Family Advisors, LLC | 14,026 | $1,750,024 | 1.25% |
| Vahanian & Associates Financial Planning Inc. | 2,736 | $341,371 | 1.12% |
| Stonebridge Financial Planning Group, LLC | 7,722 | $963,474 | 0.64% |
| Royal Fund Management, LLC | 31,288 | $3,903,767 | 0.62% |
| UNIONVIEW, LLC | 4,083 | $509,441 | 0.51% |